★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fiscal.ai vs OTC Markets
Start here
Fiscal.ai
Free • From $39/mo · Web · API
- You care about stock ideas, stock comparison, and data visualizations, things OTC Markets doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick OTC Markets instead if
OTC Markets
Free • Contact for pricing · Web · API · Other
- You care about order book / level II and official sources, things Fiscal.ai doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Fiscal.ai and OTC Markets cover a lot of the same ground (4 shared categories, including screeners, news, and improved filings), so for the basics you won't go far wrong with either. Fiscal.ai simply does more: 29 categories to OTC Markets's 6, including stock ideas, stock comparison, and data visualizations. OTC Markets counters by being completely free.
What readers say
Fiscal.ai
Vote once to reveal the community verdict.
OTC Markets
Vote once to reveal the community verdict.
Key differences at a glance
- Global coverage
- Fiscal.ai
- Free trial
- Fiscal.ai7 days
- Broader coverage
- Fiscal.ai29 vs 6 categories
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 37 limits: Terminal - Free: financials history (annual): 10, Terminal - Free: financials history (quarterly): 6 +35 more | Market Data Licensing: note: Level 2 licenses include Level 1 licenses; CUSIP and Global OTC add-o... and OTC Disclosure API: rate limit per min: 1,000 |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | No | — |
Integrations | MCP, Claude Connector +7 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +11 more | Retail Traders, Pro Retail +3 more |
Categories covered | 29 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: EOD +1 more | 3 signals: Latency: Streaming, 15-min Delayed, and End of Day, Granularity: Tick and EOD +1 more |
Data partners | 5 partners: Fiscal.ai Data Feed, S&P Global Market Intelligence +3 more | ICE Data Services |
Capabilities | 6 signals: Custom formulas, Universe builder +4 more | — |
Security | SOC2 and Status page | — |
| Try it | Visit Fiscal.ai | Visit OTC Markets |
Where each one shines
What Fiscal.ai and OTC Markets each do best.ShowHide
Where each one shines
What Fiscal.ai and OTC Markets each do best.What Fiscal.ai does best
- Research coverage for global stocks, ETFs, mutual funds, and funds through dashboards, watchlists, portfolio views, visualizations, fundamentals, estimates, transcripts, filings, news, and event data.
- AI Copilot, AI summaries, and AI-generated reports to speed up earnings review, filing review, peer comparison, financial analysis, and company research.
- Analysis of fundamentals, ratios, standardized financials, as-reported data, adjusted metrics, segment data, KPIs, analyst estimates, revisions, ratings, and price targets.
- Packaged Fiscal Skills in MCP clients for financial pulls, three-statement models, segment and KPI work, comp sets, valuation, industry reports, ownership activity, filing discovery, quality scores, and earnings reactions.
- Trace research back to source filings, transcripts, slides, company news, investor-relations material, and source-to-filing images or PDFs where supported.
What OTC Markets does best
- Research coverage for OTCQX, OTCQB, OTCID, Pink, and Expert Market securities through public issuer pages with quotes, charts, financials, company news, and market-tier context.
- The OTC Markets Stock Screener to narrow OTC securities before moving into issuer pages, filings, quote history, and disclosure context.
- License real-time Level 1+ and Level 2+ products when quote, trade, security-reference, or market-participant depth data is needed in production systems.
- Level 2+ for quote-book depth and market-participant information, with licensing that also includes Level 1 access.
- Access to end-of-day OTC pricing files for closing trade and quote data plus OTC-specific attributes such as Caveat Emptor flags and market tier.
Every detail we compared
Every tracked attribute for Fiscal.ai and OTC Markets, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fiscal.ai and OTC Markets, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksBonds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersLong-term InvestorsValue InvestorsGrowth Investors+5 more | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker, CUSIP, ISIN, and FIGI | Countries: USIdentifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Streaming15-min DelayedEnd of Day |
Data granularity | EOD | TickEOD |
Data partners | Fiscal.ai Data FeedS&P Global Market IntelligenceMorningstarYChartsPerplexity | ICE Data Services |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooks50 req/minDocs | Auth: APIKey1,000 req/minDocs |
Import methods | Manual | Not specified |
Integrations | MCPClaude ConnectorChatGPTCodex CLICursorVS Code CopilotGemini CLIPerplexity+1 more | Not specified |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Status page | Not specified |
Capability signals | Custom formulasUniverse builderPerformance attributionPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News | Not specified |
Vendor & support | Stratosphere Technology Inc.Country: CanadaFounded 2021Support: Email | OTC Markets Group Inc.Country: United StatesSupport: Email and Phone |
Curation ratings | Methodology 5/5Reliability 4/5UX 5/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Terminal - Free”financials history (annual): 10 · financials history (quarterly): 6 · +8 more | Free“Public Website” |
| Entry paid plan | $39/mo“Terminal - Pro (Monthly)”financials history (annual): 15 · financials history (quarterly): 20 · +10 more | Subscription“Market Data Licensing”note: Level 2 licenses include Level 1 licenses; CUSIP and Global OTC add-o... |
| Top plan | $199/mo“Terminal - Enterprise (Monthly)”financials history (annual): 20+ · financials history (quarterly): 40+ · +10 more | — |
| Custom / enterprise | Contact sales“API - Paid” | Contact sales“OTC Disclosure API”rate limit per min: 1,000 |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Fiscal.ai and OTC Markets?
Fiscal.ai leans toward stock ideas, screeners, and stock comparison, while OTC Markets puts more weight on screeners, news, and APIs & data feeds. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Fiscal.ai and OTC Markets cost?
Good news: both Fiscal.ai and OTC Markets have free plans, so you can run them side by side and only pay if you hit a wall.
Do Fiscal.ai and OTC Markets have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Fiscal.ai or OTC Markets?
It depends on what you're after. Pick Fiscal.ai if stock ideas and stock comparison matter to you; go with OTC Markets if you'd rather have order book / level II and official sources. And if you only need the basics both share, let price decide.
What asset classes do Fiscal.ai and OTC Markets cover?
Both cover stocks. Fiscal.ai also handles ETFs, mutual funds, and funds. OTC Markets adds bonds on top.
Do Fiscal.ai and OTC Markets offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Fiscal.ai or OTC Markets?
Fiscal.ai has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. OTC Markets is more region-specific, mainly North America.
Can I export data from Fiscal.ai and OTC Markets?
Fiscal.ai exports to CSV. OTC Markets is stingier about getting data out.
Which has a better stock screener: Fiscal.ai or OTC Markets?
Both Fiscal.ai and OTC Markets include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Fiscal.ai or OTC Markets?
Fiscal.ai handles portfolio tracking. OTC Markets is really a research tool; you'd track your portfolio elsewhere.
Feedback
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.